Practice pilot checklist

Three clients.
A useful comparison.

Use this worksheet to test discovery against your current collection and review process.

Start your practice free Talk through your pilot

Notes and selections stay on this page until you leave or refresh. Nothing entered here is submitted. Print the worksheet to keep it. Use client aliases.

Pilot ownerReview periodThree client aliasesSources in scope

Create your practice and choose the clientsStart your practice account free. Choose up to three client businesses for the 30-day evaluation. Confirm each client owner’s Terrapin account, source permissions and who will fund access after the evaluation.Record the current processFor the agreed period, measure collection time, review time, follow-up requests and the supporting documents already available.Connect and reviewConnect the authorized sources. Check the records found, duplicates, incorrect details, missing documents and available payment matches.Compare the complete workflowUse the same client scope and a comparable workload. Include setup and review effort. Record the limitations of a small pilot.Agree a next stepDecide whether to expand, adjust the setup or stop. Base any savings claim on the measured result and its context.

Results and exceptions

Time recovered is capacity. It becomes cash saved or additional revenue only if the practice changes how that capacity is used.

Model the capacity value

Three clients.A useful comparison.

Three clients.
A useful comparison.